Hsbc Holdings PLC Lpl Financial Holdings Inc. Transaction History

Hsbc Holdings PLC

$176 Billion
Q3 2025

A detailed history of Hsbc Holdings PLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Hsbc Holdings PLC holds 100,066 shares of LPLA stock, worth $37.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

100,066

Previous 44,468 125.03%

Holding current value

$37.1 Million

Previous $16.7 Million 99.65%

% of portfolio

0.02%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$332.69 - $399.0 $18.5 Million - $22.2 Million	55,598 Added 125.03%	100,066 $33.3 Million
Q2 2025 Aug 13, 2025	SELL	$283.31 - $388.96 $4.44 Million - $6.09 Million	-15,669 Reduced 26.06%	44,468 $16.7 Million
Q1 2025 May 14, 2025	SELL	$308.87 - $383.33 $15.8 Million - $19.6 Million	-51,208 Reduced 45.99%	60,137 $19.7 Million
Q4 2024 Feb 14, 2025	SELL	$229.85 - $335.91 $10.7 Million - $15.6 Million	-46,444 Reduced 29.43%	111,345 $36.4 Million
Q3 2024 Nov 14, 2024	SELL	$193.0 - $282.1 $779,913 - $1.14 Million	-4,041 Reduced 2.5%	157,789 $36.7 Million

Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $34 Million - $38.3 Million	-132,496 Reduced 45.02%	161,830 $45.2 Million
Q1 2024 May 15, 2024	SELL	$230.75 - $273.77 $4.13 Million - $4.9 Million	-17,880 Reduced 5.73%	294,326 $77.8 Million
Q4 2023 Feb 12, 2024	BUY	$209.89 - $239.77 $31.7 Million - $36.2 Million	151,010 Added 93.68%	312,206 $71.1 Million
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $40,639 - $46,038	186 Added 0.12%	161,196 $38.3 Million
Q2 2023 Aug 11, 2023	BUY	$180.95 - $217.9 $16.9 Million - $20.4 Million	93,505 Added 138.52%	161,010 $35 Million
Q1 2023 May 15, 2023	BUY	$192.0 - $255.57 $5.46 Million - $7.27 Million	28,434 Added 72.78%	67,505 $13.7 Million
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $3.96 Million - $5.15 Million	19,114 Added 95.78%	39,071 $8.45 Million
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $548,472 - $741,342	3,179 Added 18.95%	19,957 $4.37 Million
Q2 2022 Aug 11, 2022	BUY	$167.48 - $218.52 $907,574 - $1.18 Million	5,419 Added 47.71%	16,778 $3.1 Million
Q1 2022 May 16, 2022	SELL	$143.67 - $190.77 $577,984 - $767,467	-4,023 Reduced 26.15%	11,359 $2.12 Million
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $962,763 - $1.1 Million	6,307 Added 69.5%	15,382 $2.46 Million
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $530,987 - $670,623	-4,162 Reduced 31.44%	9,075 $1.44 Million
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $78,073 - $90,886	580 Added 4.58%	13,237 $1.79 Million
Q1 2021 May 14, 2021	SELL	$103.11 - $146.29 $4.98 Million - $7.07 Million	-48,315 Reduced 79.24%	12,657 $1.8 Million
Q4 2020 Feb 12, 2021	BUY	$76.15 - $104.25 $2.12 Million - $2.91 Million	27,877 Added 84.23%	60,972 $6.35 Million
Q3 2020 Nov 12, 2020	SELL	$74.14 - $85.09 $2.43 Million - $2.79 Million	-32,800 Reduced 49.78%	33,095 $2.55 Million
Q2 2020 Aug 14, 2020	BUY	$48.65 - $85.54 $1.97 Million - $3.46 Million	40,487 Added 159.35%	65,895 $5.17 Million
Q1 2020 May 15, 2020	SELL	$39.02 - $98.86 $1.02 Million - $2.59 Million	-26,217 Reduced 50.78%	25,408 $1.4 Million
Q4 2019 Feb 14, 2020	BUY	$72.1 - $94.26 $562,812 - $735,793	7,806 Added 17.81%	51,625 $4.78 Million
Q3 2019 Nov 14, 2019	BUY	$70.66 - $87.4 $1.67 Million - $2.06 Million	23,588 Added 116.59%	43,819 $3.59 Million
Q2 2019 Aug 13, 2019	SELL	$70.51 - $84.91 $2.14 Million - $2.58 Million	-30,419 Reduced 60.06%	20,231 $1.65 Million
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $2.77 Million - $3.62 Million	46,429 Added 1099.95%	50,650 $3.53 Million
Q4 2018 Feb 13, 2019	SELL	$53.2 - $65.69 $11,597 - $14,320	-218 Reduced 4.91%	4,221 $258,000
Q3 2018 Nov 13, 2018	BUY	$63.88 - $69.99 $42,863 - $46,963	671 Added 17.81%	4,439 $286,000
Q2 2018 Aug 10, 2018	SELL	$56.49 - $72.22 $164,668 - $210,521	-2,915 Reduced 43.62%	3,768 $247,000
Q1 2018 May 11, 2018	BUY	$57.2 - $65.99 $1,315 - $1,517	23 Added 0.35%	6,683 $408,000
Q4 2017 Feb 14, 2018	SELL	$48.68 - $57.7 $37,970 - $45,006	-780 Reduced 10.48%	6,660 $381,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,440	7,440 $316,000

Others Institutions Holding LPLA

# of Institutions

854

Shares Held

79.4M

Call Options Held

206K

Put Options Held

236K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.6B
Description
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...

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Hsbc Holdings PLC Lpl Financial Holdings Inc. Transaction History